Clarity and confidence in uncertain times.

If you’re overwhelmed or just unsure how to handle finances on top of the stresses of a big life transition, you are not alone. At Summit our team helps navigate clients through those uncertainties with honest, step-by-step guidance and a pledge to never push clients (as so many other financial advisors do) into uneasy check-signings or uncomfortable investments.

Financial Services to meet you wherever you are in your transition

Summit Base Camp

Summit Transition Planning

Staying on Course to the Summit Planning

Free resources and educational opportunities that cover financial topics important to know about during your transition

Step-by-step plans that look at all aspects of your finances to help you meet your financial goals and decide what comes next

Ongoing financial planning to keep you and your finances on track for a secure financial future long term

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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.